Market uncertainty has a way of shifting client conversations. Even when portfolios remain solid, the tone often changes—questions become more cautious, and decisions feel more deliberate. For advisors,… Read More
There is a strong passion for volunteering out there, especially in the younger generations. In fact, nearly 80% of people between 12 and 25… Read More
The Athens Area Community Foundation is about giving, but we also focus on how important attorneys, accountants, and financial advisors are to the charitable landscape. As part of that, we… Read More
Community foundations have the privilege of working with individuals, families, and businesses who are deeply committed to supporting charitable causes. Across generations and backgrounds, philanthropy continues to play an important… Read More
Usually, when nonprofits talk about endowments, the focus is on their sustainability. Since endowments generate annual distributions, they provide predictable support that can help organizations deal with any unpredictable fundraising… Read More
Real estate is the largest asset class in the world, yet only a small percentage of charitable giving each year involves property. Many advisors and donors know it is possible… Read More
Last December, I was in an all-day training, ready to wrap up when the trainer’s final words made me sit up straighter. “We all have two gifts we can give,”… Read More
Most advisors know the basics of Qualified Charitable Distributions (or QCDs), but that isn’t the same as navigating a real client conversation. While it’s common for this topic to come… Read More
As 2025 came to a close, many CPAs, estate planning attorneys, and financial advisors saw a rush of charitable planning among high-income clients. With the new federal limits for 2026,… Read More
As we move into the first quarter of 2026, you’re likely already tracking updated IRS thresholds and monitoring how recent tax law changes affect planning strategies. What’s easy to overlook,… Read More